Pinnacle Bancorp’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Pinnacle Bancorp’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.5K	Hold	2,000	–	–	0.01%	459
2026 Q1	$50.7K	Hold	2,000	–	–	0.02%	454
2025 Q4	$50.9K	Hold	2,000	–	–	0.01%	439
2025 Q3	$51K	Hold	2,000	–	–	0.02%	438
2025 Q2	$50.8K	Hold	2,000	–	–	0.02%	430
2025 Q1	$50.5K	Hold	2,000	–	–	0.02%	423
2024 Q4	$49.8K	Hold	2,000	–	–	0.02%	425
2024 Q3	$51.1K	Hold	2,000	–	–	0.01%	419
2024 Q2	$49.5K	Hold	2,000	–	–	0.01%	405
2024 Q1	$49.8K	Buy	+2,000	New	+$49.8K	0.01%	405

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Bancorp's IBDT Position: Q2 2026 in Review

Pinnacle Bancorp held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 2,000 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #459.

Pinnacle Bancorp first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $51.1K in Q3 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Pinnacle Bancorp held 2,000 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $50.5K as of Q2 2026.
Pinnacle Bancorp left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #459 holding.
Pinnacle Bancorp first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Pinnacle Bancorp's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $51.1K in Q3 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.